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Date Client Type Sub-Type Amt. Logo Sector/Sub-Sector Description Tombstone Description PSC Role
Published 08/08/2025 Byline Bancorp Financing Subordinated Notes $75.0 Million Financial Services, Depositories Â鶹´«Ã½ served as sole placement agent for Byline Bancorp on its subordinated notes offering
 Subordinated Notes Sole Placement Agent
Published 08/07/2025 Avidbank Holdings, Inc Equity Capital Markets IPO $60.0 Million Financial Services, Depositories Â鶹´«Ã½ served as joint bookrunner for Avidbank Holdings, Inc. on its IPO Initial Public Offering Joint Bookrunner
Published 08/07/2025 EverBank Financial Corp Financing Subordinated Notes $200.0 Million Financial Services, Depositories Â鶹´«Ã½ served as sole bookrunning manager for EverBank Financial Corp on its subordinated notes offering Subordinated Notes Sole Bookrunner
Published 08/06/2025 Philz Coffee Mergers & Acquisitions Sell-Side Consumer, Restaurants Â鶹´«Ã½ served as sell-side advisor for Philz Coffee, a portfolio company of TPG Growth and Summit Partners, in the acquisition to Freeman Spogli
Philz Coffee has been acquired by Freeman Spogli Financial Advisor
Published 08/05/2025 Biomea Fusion Equity Capital Markets At the Market Offering $100.0 Million Healthcare, Biopharma Â鶹´«Ã½ served as placement agent for Biomea Fusion on an ATM offering ATM Program Common Stock Sole Sales Agent
Published 08/04/2025 Shoulder Innovations Equity Capital Markets IPO $75.0 Million Healthcare, Med-Tech Â鶹´«Ã½ served as bookrunner for Shoulder Innovations, LLC on its IPO Initial Public Offering Active Bookrunner
Published 08/01/2025 Orchestra BioMed Equity Capital Markets CMFO Healthcare, Med-Tech Â鶹´«Ã½ served as lead left bookrunner and placement agent for Orchestra BioMed, Inc. on its CMFO and concurrent PIPE Confidentially Marketed Follow-On Offering & PIPE Active Bookrunner
Published 07/31/2025 Plex Solutions Mergers & Acquisitions Sell-Side Technology, Defense & Government Â鶹´«Ã½ served as sell-side advisor for Plex Solutions on its sale to Markon Solutions, backed by Sterling Investment Partners Plex Solutions LLC has been acquired Markon Solutions Financial Advisor
Published 07/31/2025 SHOOK Research Mergers & Acquisitions Sell-Side Financial Services, Asset & Wealth Management Shook Research has received a strategic investment from PPC Enterprises Financial Advisor
Published 07/31/2025 Xybion Digital Mergers & Acquisitions Sell-Side Healthcare, Information-Driven Healthcare Â鶹´«Ã½ served as exclusive sell-side advisor for Xybion Digital Inc. on its sale to Instem, a portfolio company of Archimed Xybion Digital has been acquired by Instem, a portfolio company of Archimed Financial Advisor
Published 07/31/2025 ResMetrics Mergers & Acquisitions Sell-Side Energy, Power & Infrastructure, Energy & Power Infrastructure, Energy & Power Services & Equipment Â鶹´«Ã½ served as sell-side advisor for Reservoir Metrics in the acquisition to NCS Multistage ResMetrics has been acquired by NCS Multistage Financial Advisor
Published 07/30/2025 Cynerio Mergers & Acquisitions Sell-Side $100.0 Million Technology, Security Â鶹´«Ã½ served as sell-side advisor for Cynerio in the acquisition to Axonius
Cynerio has been acquired by Axonius Financial Advisor
Published 07/28/2025 Cornerstone Capital Bank Mergers & Acquisitions Buy-Side Financial Services, Depositories Â鶹´«Ã½ served as buy-side advisor for Cornerstone Bank, on its announced merger with Athol Savings Bank Cornerstone Bank has agreed to merge with Athol Savings Bank Financial Advisor
Published 07/25/2025 Nano Nuclear Energy Equity Capital Markets At the Market Offering $400.0 Million Energy, Power & Infrastructure Â鶹´«Ã½ served as sales agent for Nano Nuclear Energy on an ATM offering ATM Program Common Stock Sole Sales Agent
Published 07/25/2025 Sigma Science Mergers & Acquisitions Sell-Side Technology, Defense & Government Â鶹´«Ã½ served as sell-side advisor for Sigma Science on its sale to RSI, a portfolio company of Arctic Slope Regional Corporation Sigma Science has been acquired by RSI, a portfolio company of Arctic Slope Regional Corporation Financial Advisor
Published 07/25/2025 ImmunityBio Equity Capital Markets Registered Direct $80.0 Million Healthcare, Biopharma Â鶹´«Ã½ served as placement agent for ImmunityBio on its Registered Direct Offering Registered Direct Offering Sole Placement Agent
Published 07/24/2025 Pinnacle Financial Partners Mergers & Acquisitions Buy-Side $8.6 Billion Financial Services, Depositories Â鶹´«Ã½ served as financial advisor for Pinnacle Financial Partners on announced merger with Synovus Financial Corp Pinnacle Financial Partners has agreed to merge with Synovus Financial Corp Financial Advisor
Published 07/23/2025 ABIVAX Equity Capital Markets CMFO $747.4 Million Healthcare, Biopharma Â鶹´«Ã½ served as bookrunner for Abivax on its CMFO Confidentially Marketed Follow-On Offering Active Bookrunner
Published 07/23/2025 Accelerant Equity Capital Markets IPO $832.2 Million Financial Services, Insurance Â鶹´«Ã½ served as bookrunner for Accelerant Holdings on its IPO Initial Public Offering Passive Bookrunner
Published 07/23/2025 Smithstown Light Engineering Financing Senior Term Loan Healthcare, Med-Tech Â鶹´«Ã½ served as sole placement agent for Smithstown Light Engineering on its senior secured term loan & revolver Sr. Secured Term Loan & Revolver Sole Placement Agent

Â鶹´«Ã½ acquired TRS Advisors on 12/31/2020, Stamford Partners on 6/13/2022, DBO Partners on 10/10/2022, Aviditi Advisors on 8/23/2024 and G Squared Capital Partners on 9/12/2025, transactions completed prior were executed by the respective firm.

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